Evercore Wealth Management, LLC
Top Portfolio Positions
315 positions ·
$5,492,665,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,504,338 | $381,785,940 | 6.95% | |
| NVDA |
Nvidia Corp
Technology
|
2,182,929 | $380,702,816 | 6.93% | |
| MSFT |
Microsoft Corp
Technology
|
784,201 | $290,287,682 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,122,187 | $233,717,885 | 4.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
714,008 | $205,320,140 | 3.74% | |
| MA |
Mastercard Inc
Financial Services
|
392,062 | $195,897,697 | 3.57% | |
| MS |
Morgan Stanley
Financial Services
|
1,177,393 | $193,763,564 | 3.53% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
134,308 | $185,209,387 | 3.37% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
51,425 | $173,702,335 | 3.16% | |
| WMB |
Williams Companies, Inc.
Energy
|
2,370,634 | $172,534,742 | 3.14% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,630,118 | 45,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,104,748 | 46,534 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,754,811 | 46,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,815,146 | 46,771 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,028,422 | 46,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,093,901 | 46,771 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,295,952 | 46,771 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,208,096 | 47,436 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,733,634 | 47,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,784,346 | 47,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,882,898 | 47,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,935,523 | 47,841 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,613,553 | 47,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,806,831 | 47,841 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,220,656 | 47,841 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,901,433 | 47,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,694,158 | 47,841 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,305,566 | 47,841 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,533,070 | 47,969 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,882,747 | 49,211 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,359,948 | 49,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,490,393 | 49,411 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||